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Our Commitment

Choosing a financial investment firm is an important decision, and we understand that your future security and sense of well-being rest upon the successful performance of your investment dollars. Although market factors will definitely fluctuate and affect account values in the years ahead, you can rest assured that our commitment to you is not a variable. The values, principles of conduct, and code of ethics that we adhere to today will not change because they are the foundation upon which this firm is built. Elsewhere on our website, you will find our motto . . .

“Investing well the time, talents, and treasures by which we have been blessed.”

Professionally speaking, this is what we live by and what we work toward each and every day. On this basis, we faithfully make the following commitments to our clients. We promise that we will . . .

Get to know you and your goals and tailor our recommendations to your specific needs

Treat with confidentiality the information you share with us

Act independently, with no allegiance to or preference for a particular company, product or service—always recommending what is best for you

Reevaluate our recommendations as needed to ensure that they are still appropriate for you

Treat your investments with the same care and prudence that we treat our own

Provide you with excellent client service, keeping you informed and responding promptly to your inquiries

And above all, honesty and integrity will always be our highest priority.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, FL, GA, KY, ME, MN, MS, NC, SC, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.